Reid Hoffmann, financial advisor Bennet NE

Reid Hoffmann

CRD Number: 7483485
Current Firm: Beyond Tangible Wealth

Reid Hoffmann (CRD# 7483485) is an Investment Advisor Representative working at Beyond Tangible Wealth in Bennet, NE and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Beyond Tangible Wealth Bennet, NE Jun 2021 - Current < 1
Frontier Bank Lincoln, NE Mar 2020 - Jun 2021 1
Full-time Education York, NE Jan 2010 - Mar 2020 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Reid H. Hoffmann
Phone Number: 402-858-7288
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $265,192
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

NE, TX

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